- Open Excel and go to the Data Tab → New query → From Other sources.
- Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for. You will have 2 options here.
- Navigator allows users to select SF objects OR use the “Load To” option to load to a table or create a connection.
- Step 1: Open Excel and go to the Data Tab → New query → From Other sources.
- Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for.
What do I need to start using the Salesforce Excel connector?
However, you will need the Microsoft Excel program installed in your computer and download and install the Ms-Office Extension as well as the Excel Connector Add-in files. Before you begin using the Salesforce Excel connector, there are a few things to keep in mind that will help you as the user, along the way.
How can I use Excel data in Salesforce?
The worksheet’s columns will appear in Excel’s Output fields which you can map to Salesforce. And if you have older custom object data in Salesforce, this integration can make sure it is updated. This speeds up your processes and skips the drudge-work so that you can keep things moving and save time.
How do I sync leads from Salesforce to excel?
You can sync whatever lead details you want such as Lead Email, Lead Phone, Lead Name, Lead Address, etc. to your Excel spreadsheet. The fields you would see in Excel are the column titles. Note: If you want to export opportunities or any custom objects instead of leads or contacts, just change the trigger step in Salesforce based on the use case.
How does the Salesforce-Excel integration work?
Your Salesforce lead data is extremely crucial. That’s why this integration makes sure that a copy of it is created and updated automatically in an Excel spreadsheet. You can sync whatever lead details you want such as Lead Email, Lead Phone, Lead Name, Lead Address, etc. to your Excel spreadsheet.
How do I automate Salesforce to Excel?
0:362:55Salesforce and Microsoft Excel Integration Export new ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then click the get started button you will see the add account screen here you will connect yourMoreAnd then click the get started button you will see the add account screen here you will connect your microsoft excel and salesforce accounts to automate.io.
Does Salesforce have an Excel plugin?
The Salesforce Excel Add-In is a powerful tool that allows you to connect with live Salesforce account data, directly from Microsoft Excel. Use Excel to read, write, and update Leads, Contacts, Opportunities, Accounts, etc.
How do I enable the Excel XL connector?
XL-Connector should now load correctly....To change that:Go to File -> Options in Excel.Click on Trust Center -> Trust Center Settings.Click on Add-ins on the left.Uncheck the 'Disable all Application Add-ins' box if checked:
How do I connect power query to Salesforce?
Connect to Salesforce Objects from Power Query OnlineSelect Salesforce objects from the product-specific data connector list, and then select Connect.If this is the first time you've made this connection, select an on-premises data gateway, if needed.Select Sign in to sign in to your Salesforce account.More items...•
How do I use a data connector in Salesforce?
0:576:53Data Connector for Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If youMoreSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If you don't have the add-on already installed you can get it from the get add-ons menu.
What is a Salesforce connector?
You can use Salesforce Connector to securely read data from or write data to Salesforce. Salesforce is a cloud-based Customer Relationship Management (CRM) solution for sales teams to manage contacts and sales activities.
Is XL-connector free?
$0/user/year.
What is XL-connector?
XL-Connector is a data loader that does just that – provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc.
What is .XL file?
A file with . xl extension is an Excel Spreadsheet file, similar to XLS, that stores data in rows and columns. It was an earlier file format that is no more supported by Excel now. Data stored in XL files could be exported to other formats such as CSV.
How does Power Query work in Excel?
With Power Query (known as Get & Transform in Excel), you can import or connect to external data, and then shape that data, for example remove a column, change a data type, or merge tables, in ways that meet your needs. Then, you can load your query into Excel to create charts and reports.
How do I use Power Query online?
1:045:50Creating dataflows using Power Query Online - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe first step that we take when defining a new entity is to select the data source that we'reMoreThe first step that we take when defining a new entity is to select the data source that we're connecting to this is a very familiar experience from power query.
Features
XL-Connector’s main objective is to ensure that you can securely export, import, and automatically refresh Salesforce data using an Excel user experience.
Use Cases
Xappex is keen on ensuring that the XL-Connector will offer a productivity boost to any user while they’re completing the day-to-day tasks.
Impact
As we said in the opening: you can take users out of Excel, but you can’t take the love for excel out of some users. Salesforce may not be intuitive for those users who have spent their work-lives using Excel, which will negatively impact user adoption, and ultimately, lead to Salesforce failing your organization. It’s a vicious cycle.
Setup
From downloading and installing the XL-Connector locally on your machine, to accessing all the functionality, will take no longer than a few minutes of your time.
Pricing
In terms of pricing, the first thing to highlight is some functionality is available for free: the ability to pull unlimited reports and queries from Salesforce locally.
Summary
With so many features to make use of constantly, XL-Connector as well as G-Connector have tremendous potential to become a one-stop-shop for managing Salesforce.com data for both users and admins.
How to use Salesforce in case you haven't logged in?
How to use salesforce In case you haven’t logged in to your Salesforce system, you will receive a prompt to log in first. You will then use the token and login information that you always use for Salesforce the moment the time comes when you intend to query.
What happens when you try to access Salesforce?
Every time you try to access Salesforce when you are out of the usual login (which simply means outside your company’s secure and trusted networks), you will have to have a security token which you will use and one that is specific to your usual login.
Do you have to remember your Salesforce password?
It is paramount that the user always remember their password and their security token just like in any other Salesforce program. The user has to send the updates first before new updates are done to Salesforce. The user should never change every object’s primary key.
Create your own Integration
Connect Microsoft Excel and Salesforce the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Microsoft Excel and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
